Altimeter Capital Management Q2 2022 holdings

$4.38 Billion is the total value of Altimeter Capital Management's 16 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 31.8% .

 Value Shares↓ Weighting
SNOW SellSNOWFLAKE INCcl a$2,364,270
-41.5%
17,001,796
-6.6%
54.01%
+96.9%
MSFT SellMICROSOFT CORP$452,826
-58.3%
1,763,135
-50.0%
10.34%
+40.3%
FB SellMETA PLATFORMS INCcl a$396,478
-62.1%
2,458,776
-47.7%
9.06%
+27.8%
CFLT BuyCONFLUENT INC$335,965
-22.8%
14,456,310
+36.2%
7.68%
+160.0%
UBER SellUBER TECHNOLOGIES INC$318,718
-82.3%
15,577,600
-67.4%
7.28%
-40.4%
AGC SellGRAB HOLDINGS LIMITEDclass a ord$129,687
-63.9%
51,259,500
-50.0%
2.96%
+21.7%
OPEN SellOPENDOOR TECHNOLOGIES INC$125,875
-68.4%
26,725,000
-41.9%
2.88%
+6.5%
RBLX  ROBLOX CORPcl a$93,651
-28.9%
2,850,0000.0%2.14%
+139.4%
MDB SellMONGODB INCcl a$69,497
-74.6%
267,810
-56.5%
1.59%
-14.3%
SellGITLAB INC$51,078
-51.2%
961,206
-50.0%
1.17%
+64.4%
OKTA SellOKTA INCcl a$22,600
-70.1%
250,000
-50.0%
0.52%
+0.8%
SellHASHICORP INC$6,624
-72.7%
225,000
-50.0%
0.15%
-8.5%
PATH SellUIPATH INCcl a$4,381
-94.3%
240,864
-97.2%
0.10%
-80.8%
ME Sell23ANDME HOLDING CO$4,097
-67.6%
1,652,021
-50.0%
0.09%
+9.3%
AGCWW SellGRAB HOLDINGS LIMITEDw exp 12/1/202$1,488
-72.4%
3,502,000
-50.0%
0.03%
-8.1%
CRWD ExitCROWDSTRIKE HLDGS INCcl a$0-20,000
-100.0%
-0.03%
PDD ExitPINDUODUO INCsponsored ads$0-500,000
-100.0%
-0.14%
EXPE ExitEXPEDIA GROUP INC$0-560,000
-100.0%
-0.74%
UAL ExitUNITED AIRLS HLDGS INC$0-5,000,000
-100.0%
-1.49%
SE ExitSEA LTDsponsored ads$0-4,005,613
-100.0%
-1.83%
U ExitUNITY SOFTWARE INC$0-2,098,175
-100.0%
-2.04%
ExitTOAST INCcl a$0-18,541,796
-100.0%
-26.76%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Mara Davis — Chief Compliance Officer

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